Experience & Background
I support our advisory team as a paraplanner, helping create a seamless and thoughtful client experience from the moment someone walks through the door to the final stages of their financial plan. My role centers on preparing plans, organizing data, and keeping everything running smoothly behind the scenes. With a background in client service and financial planning operations, I’m comfortable moving between detailed analysis and personal client support, and I hold the necessary financial planning licenses for my role.
Planning Philosophy
I enjoy bringing clarity, organization, and a sense of calm to every part of the planning process. Whether I’m building a plan, assembling reports, or helping a new client get started, my goal is to make things easier, clearer, and more enjoyable for both the team and the clients we serve. I believe that when the details are handled well behind the scenes, clients can focus more on their goals and feel more confident about their decisions.
Outside the Office
You’ll usually find me traveling, out in nature with a camera, playing hockey or golf, or spending time with family and friends. I love experiences that combine good people, good food, and a chance to explore something new, whether that’s a new place, a new trail, or a new restaurant.
Fun Fact
Give me a camera, a good crowd, and something delicious to eat, and I’m pretty much set.